How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to GERMAN AMERICAN BANCORP,

13F Portfolio OverlapQ1 2026GERMAN AMERICAN BANCORP, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GERMAN AMERICAN BANCORP, INC. is an institutional investor managing $1.2B across 148 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GERMAN AMERICAN BANCORP, are LEE JOHNSON ,, Financial Council,, ATX Financial Planning,, with shared positions in $LEN, $MU, $TMO, $KO, $MTB, $ABT. The full ranking of 25 similar funds is below.

#1LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$LEN $MU $TMO $KO $MTB

$279M

80 positions

#2Financial Council, LLCActive

Notable overlap · 5 shared positions

$LEN $KO $ABT $BAC $MU

$259M

101 positions

#3ATX Financial Planning, LLCPassive

Notable overlap · 3 shared positions

$LEN $MS $ABT

$132M

81 positions

#4TLWMSmart money

Notable overlap · 6 shared positions

$LEN $MS $BAC $HON $UNH $COP

$555M

69 positions

#5Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$LEN $COP $HON

$216M

89 positions

#6Wealthquest CorpSmart money

Notable overlap · 3 shared positions

$LEN $ABT $GABC

$1.3B

148 positions

#7Cassia Capital Partners, LLCActive

Notable overlap · 4 shared positions

$LEN $FDX $GM $BAC

$194M

67 positions

#8Dominguez Wealth Management Solutions, Inc.Active

Notable overlap · 4 shared positions

$LEN $KO $MU $BAC

$165M

67 positions

#9Clarendon Private LLCPassive

Notable overlap · 5 shared positions

$LEN $MS $BAC $UNH $TJX

$130M

119 positions

#10Merited Wealth, LLCPassive

Notable overlap · 4 shared positions

$LEN $MS $MU $UNH

$121M

79 positions

#11Winthrop Advisory Group LLCActive

Notable overlap · 3 shared positions

$LEN $MS $BAC

$1.2B

195 positions

#12FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive

Some overlap · 5 shared positions

$LEN $MS $HON $MU $TJX

$7.3B

406 positions

#13ACR Alpine Capital Research, LLCSmart money

Some overlap · 3 shared positions

$LEN $GM $FDX

$6.7B

36 positions

#14Atwater Malick LLCActive

Some overlap · 3 shared positions

$LEN $MS $KO

$370M

100 positions

#15Ehrenkranz Partners L.P.Smart money

Some overlap · 4 shared positions

$LEN $MS $TMO $KO

$126M

47 positions

#16TOMPKINS FINANCIAL CORPPassive

Some overlap · 4 shared positions

$LEN $ABT $HON $TJX

$1.3B

565 positions

#17CUMBERLAND ADVISORS INCActive

Some overlap · 4 shared positions

$LEN $BAC $FDX $KO

$255M

48 positions

#18Reyes Financial Architecture, Inc.Passive

Some overlap · 3 shared positions

$LEN $TJX $KO

$122M

348 positions

#19MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$LEN $BAC $COP $ABT

$293M

103 positions

#20Smead Capital Management, Inc.Active

Some overlap · 5 shared positions

$LEN $BAC $MTB $COP $UNH

$4.6B

32 positions

#21Premier Path Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$LEN $MS $BAC

$767M

398 positions

#22EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$MS $BAC $KO $FDX $ABT $COP

$1.4B

56 positions

#23Consolidated Investment Group LLCActive

Some overlap · 6 shared positions

$MU $BAC $MS $HON $UNH $TMO

$922M

77 positions

#24Sageworth Trust CoActive

Some overlap · 3 shared positions

$LEN $ABT $TJX

$2.3B

172 positions

#25PlanVest Financial, IncPassive

Some overlap · 3 shared positions

$LEN $MS $ABT

$131M

565 positions

Compare GERMAN AMERICAN BANCORP,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View GERMAN AMERICAN BANCORP,’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.